Overview

Financial Services Administrator Job at Peter Harding Wealth Management in Shaftesbury

Working as part of the team at Peter Harding Wealth Management Ltd who are an Appointed Representative of St. James’s Place Wealth Management Plc. This business is well established.

An excellent opportunity has arisen for a professional Administrator to work primarily in our Shaftesbury office.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £100bn.

You will be part of a fast-paced team managing the work generated by a team of Financial Advisors and offering support as required to a team of paraplanners.

The Role –

You will be providing high level administrative support while maintaining an excellent level of customer service to clients of the Practice.

You will be a point of contact for clients and third parties dealing with general enquiries.

You will be responsible for business submission using bespoke software.

You will need to ensure that business obtained is being processed in a timely way.

Due to the nature of the business, tasks must be completed within a timely manner.

You will be given full training and will have the opportunity to progress within the SJP Accreditation framework.

Please be aware of the following career development opportunities:

We are willing to develop individuals within the Practice to undertake the industry recognised qualifications which help enable you to support the advice process from beginning to end.

The Person –

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

You will have previously worked in or currently working in Financial Services and have good all round knowledge which you are looking to expand and develop.

You have excellent IT and communication skills, are highly organised and can make decisions.

You are a self starter and able to work with little or no supervision.

It is essential that as an Administrator you are confident in dealing with third parties and can work with total discretion.

A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

Closing date for applications is 30.09.2020

If you do not hear from us 2 weeks after the closing date please assume you have been unsuccessful on this occasion.

Job Type: Full-time

Application Deadline: 30/09/2020

Job Types: Full-time, Permanent

Additional pay:

Benefits:

Schedule:

Work remotely:

About the Company

Company: Peter Harding Wealth Management

Company Location:  Shaftesbury

Estimated Salary:

About Peter Harding Wealth Management